Deutsche Telekomwatch
This release
: #84
June 2019: 44pp
Releases/year: 10+
Click for more details of this release

A

Africa 10, 32

Congo 10

Alphabet

Google 15

Android 15, 24

Amazon.com Inc. 11, 21, 38

Americas

Brazil 11

North America 11

United States of America (USA) 10, 11, 13, 14, 15, 24, 32, 33, 34, 38, 39, 41

Department of Justice (DoJ) 24, 38

Federal Communications Commission (FCC) 34, 35, 36, 41

Federal Trade Commission (FTC) 35

Apple 24

iOS 24

iPhone 24

ARM 15, 39

Asia-Pacific 15, 32

China 13, 14, 15, 39

Singapore 38

Atos 28

AT&T 24, 34, 35, 36

B

BMW 9

British Standards Institute (BSI) 14

BT Group 38

EE 12, 15

C

Capgemini 11

Comcast Corp. 38

Computacenter

Allnet 35, 36, 41

Continental AG 32

D

Daimler AG 9, 10, 30

Deutsche Telekom 7, 8, 9, 10, 11, 12, 13, 14, 15, 17, 18, 19, 20, 21, 23, 24, 25, 26, 28, 29, 30, 32, 34, 35, 36, 38, 40, 41

Corporate

Headquarters 32

Deutsche Funkturm 21

Deutsche Telekom Capital Partners 15

Guardicore (see separate) 15

Telekom Innovation Pool 12

Comfortcharge 21

Droniq 12

Europe 7

Austria 7, 8, 11, 23, 26

Croatia (Hrvatski Telekom) 7, 8, 9, 11, 24

Czech Republic 7, 8, 24

Greece (see OTE) 24

Hungary (see Magyar Telekom) 8, 24

Montenegro (see Magyar Telekom) 7, 8, 11

Netherlands 7, 8, 14, 26

Poland (Polska Telefonia Cyfrowa/PTC) 7, 8, 11, 25, 26

Slovakia (Slovak Telekom/T-Mobile) 7, 8

UK (EE) 12, 15

European Aviation Network 26

Executives

Al Saleh, Adel 29, 30

Bohle, Birgit 10

Clauberg, Axel 29

Daub, Daniel 11

Dodd, Alison 30

Höttges, Timotheus 9

Illek, Christian 29

Junker, Claudia 10

Klingenburg, Peter 11

Kremer, Thomas 10

Pedroso, Alexandre 11

Ray, Neville 36

Rochel, Michael 11

Rode, Christoph 30

Tsamaz, Michael 6

Vadas, Gergely 11

Wössner, Dirk 18, 40

Ex-executives

Melles, Manuel 10

Schaefer, Anette 10

Germany 8, 11, 18, 19, 20, 21, 24

Investments

Magyar Telekom (see separate) 8, 24

OTE (see separate) 6, 7, 8, 39

Product and Innovation

hubraum 10

Products and services

nuSIM 24

Systems Solutions 11, 27, 41

T-Systems 8, 11, 28, 30, 31, 32, 41

Toll4Europe 30

Toll Collect 10

USA 8, 10, 11, 24, 34, 35, 36, 37, 38, 41

Deutsche Telekom Capital Partners 15

Drillisch AG 17, 18, 19

E

EchoStar Communications Corp.

Dish Network 35, 38

Emblaze Group

European Telecom 10

E.ON AG 11

Ericsson 9, 10, 13, 19, 37

Europe

Albania 7

Austria 7, 10, 11, 21, 23, 30, 40

Belgium 30

Central & Eastern Europe (CEE) 31, 32

Croatia 7, 10, 23, 24, 31

Czech Republic 7, 23, 31, 39

France 11, 30

Germany 8, 9, 10, 11, 12, 13, 14, 16, 17, 18, 19, 20, 21, 23, 28, 30, 32, 40, 41

Bundeskartellamt 28, 41

Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA) 14, 17, 18, 19, 20, 40

Bundesverband der Energie- und Wasserwirtschaft 21

Government 9

Greece 6, 7, 8, 23, 31

Hungary 7, 11, 23, 24, 31

Ireland 30

Macedonia 31

Montenegro 23, 31

Netherlands 13, 14, 23

Government 14

Poland 7, 23, 25, 26, 31, 40

Portugal 30

Romania 6, 7, 8, 23, 31

Slovakia 7, 23, 31

Spain 30, 32

Sweden 21

Switzerland 10

Ukraine 8

United Kingdom (UK) 11, 30, 39

British Standards Institute (BSI) 14

European Union 9

European Commission 9, 32

European Parliament 9

F

Facebook 12

Finanz Informatik GmbH & Co. KG 28

France Télécom

Orange 8, 25, 26, 38

Poland (see Telekomunikacja Polska) 25

Romania 8

Fraunhofer Institute 12

G

Goldman Sachs 38

GSM Association (GSMA) 9, 24, 32

Mobile World Congress 24

Guardicore 15

H

Hrvatski Telekom (see DT, Croatia) 7, 8, 9, 11, 24

Huawei Technologies 9, 13, 14, 15, 19, 32, 39

I

IBM 28, 29, 41

Inmarsat 26

Intel 35

International Airlines Group SA

British Airways 26

K

KPN 14

L

Land Rover 9

Liberty Global Inc. 7

LivePerson 10, 38

M

Macquarie Bank 25

Magyar Telekom (see DT) 8, 24

Macedonia (Makedonski Telekom/T-Mobile) 7, 8

Montenegro (Crnogorski Telekom) 7, 8, 11

Romania

Combridge 8

Microsoft 31, 32, 41

Middle East 10

N

Nokia 9, 13, 19, 26

Novatel Wireless 8

NXP Semiconductors 9

O

Open Handset Alliance (OHA)

Android 15, 24

OTE (Hellenic Telecom. Org. SA, see DT) 6, 7, 8, 39

Cosmote 24, 39

Albania (Telekom Albania) 7

Greece 24

Germanos 24

Tsamaz, Michael 6

Q

Qualcomm 9, 35

R

Rathbone 30

Renault 9

Rhenus Group 12

Romania Cable Systems & Romania Data Systems (RCS & RDS) 8

Royal Dutch Shell plc 30

S

Samsung 21, 24

Sanford C. Bernstein & Co. 10

SAP 11, 30

Singapore Telecom 38

Slovak Telekom (see DT, Slovakia) 7, 8

Software AG 10

Sprint Corporation 35, 36, 38

Starbucks Corp. 11

Syniverse Technologies 11

T

Technology

2.5G 36, 38

2G 36, 38

GSM 9, 24, 32

4G 24, 39

Long Term Evolution (LTE) 37

5G 8, 9, 13, 14, 15, 17, 18, 19, 20, 34, 35, 36, 37, 39, 40, 41

BSS 40

Fibre 26

M2M 23

MAN 9

Narrowband Internet of Things (NB-IoT) 12

OSS 40

SIM 23, 24

Spectrum 17, 18, 34, 35, 37, 40

700 MHz 36

Advanced Wireless Spectrum 34

Telemedicine 13

W-LAN 9, 24

Telefonica Group 18, 19, 20

Telekom Austria 23, 40

Telstra 38

ThyssenKrupp AG 10

Toyota 9

U

United States Cellular Corp. (US Cellular) 34, 35, 36

V

Value-added services 20

Verizon Communications 24, 34, 35, 36, 37, 41

Vodafone 7, 9, 11, 12, 18, 20

Europe Region

Germany 18

Romania 7, 11

Volkswagen AG 9

W

Warburg Pincus LLC 25

Wien Energie GmbH 11

Windstream Corp. 35

Z

ZTE Corp. 14

 

 

Executive brief

Group

Deals: “All options” being explored in Romania [p6]

  • Table: Deutsche Telekom, Europe area revenue by territory (adjusted), FY18

5G spectrum cost sensitivities heightened, post-German auction

  • Table: DT “principal subsidiaries” and their affiliates

Deals

Legal and regulatory

Supply chain

  • Table: Partner/supplier people movement highlights

People [p10]

  • Table: People movement highlights

Partnerships

Supply chain: DT keeps head down but Huawei problem not going away [p13]

  • Prague Proposals
  • US-China trade war ratchets up
  • Huawei feels pinch

USA & Corporate Development

Germany

Strategy: DT left with “bitter aftertaste” from German 5G auction [p17]

Regrets, we've got a few

  • Table: 2GHz and 3.6GHz licence auction outcome

Site locations and rural cooperation

Headmaster Homann

See you in court, BNetzA

  • Table: Not playing by the BNetzA rulebook

Empowered BNetzA reminds operators of coverage responsibilities

Partnerships

Europe

Austria: Magenta Telekom rows back on eSIM [p23]

  • Standards please

Poland: TMPL does broadband access deal number-three [p25]

  • M&A lever yet to be pulled, though

Deutsche Telekom Global Carrier

Poland

Systems Solutions

Deals: IBM mainframe offload doesn't compute for watchdog [p28]

  • More M&A options, says CEO
  • T-Sys turnaround looks to be proving heavy going
  • Table: T-Sys's “re-defined” portfolio structure

Operations

Partnerships: T-Sys strengthens cloud ties with Microsoft [p31]

  • More T-Sys cosying up to Microsoft
  • Deeper and deeper

USA

Operations

Network: TMUS adds mmWaves; maintains multi-band 5G focus [p34]

  • Table: Top-five bidders for 24GHz and 28GHz licences
  • Waves and ripples
  • Table: Weighing in after Auction 101 and Auction 102
  • mmWave icing on 5G cake, once software niggles sorted
  • Ray disses DSS claims by Vestberg

Deals

Supply chain

Further reading

  • DT’s rollout of Huawei 5G under renewed threat as President Trump cuts off vendor’s US supply chain.
  • Netherlands to make decision “soon” on Chinese supplier.
  • Prague Proposals imply Huawei is a potential 5G security risk.
  • Berlin academic claims German operators do not need Huawei.

Deutsche Telekom (DT) senior executives kept a low profile as the US-led political furore surrounding Huawei Technologies intensified. American President Donald Trump maintained a clear message to US allies that it will limit intelligence-sharing with them if they allow Huawei to supply 5G networks.

Thorsten Benner, an academic and co-founder and director of the Global Public Policy Institute in Berlin, backed Trump’s call to block Huawei 5G equipment  something that DT and many other operators are keen to avoid. In a lengthy interview with Focus Online, Benner expressed more concern about sabotage than espionage. In a conflict between China and the USA, he thought the Chinese state could force Huawei to paralyse networks of US allies.

We should not let our critical infrastructure be populated by a company that is ultimately under the control of the Chinese party state. It would be naive to believe that the government does not use Huawei for its purposes. ” – Benner.

Benner argued that it was not a pressing problem if the pace of 5G rollout slowed without Huawei involvement. “Applications such as telemedicine or autonomous driving – for which we allegedly need 5G so [urgently] – will not be rolled out in the next two years [in Germany]”, he said.

He also claimed that any 5G technical advantage that Huawei may have now will soon be clawed back by rivals Ericsson and Nokia, and that any 5G savings German operators might gain by plumping for Huawei – Benner accused Huawei of price dumping in Europe to grab market share – will be wiped out in the longer term if operators are to ensure network autonomy and to avoid compromises in security.

Benner’s views run counter to those held by German authorities. In a recent interview with the Financial Times, Jochen Homann, President of Germany’s Bundesnetzagentur (BNetzA/Federal Networks Agency), struck a much more accommodating tone on the Chinese supplier than the US government (Deutsche Telekomwatch, #83). “The position the Bundesnetzagentur takes is that no equipment supplier, including Huawei, should, or may, be specifically excluded”, said Homann. He added that the agency had not seen any hard evidence that Huawei poses a security risk.

Homann’s pragmatic approach chimes with guidelines recently drawn up by BNetzA and Bundesamt für Sicherheit in der Informationstechnik (Federal Office for Information Security/BSI) for supplier involvement in 5G infrastructure. Widely seen as a way for Huawei to avoid an outright ban from 5G participation in Germany (Deutsche Telekomwatch, #81), the guidelines include recommendations that critical core components can only be installed once they have been tested in a BSI-approved laboratory, certified, and undergone further checks on delivery. Network operators must also constantly monitor network traffic for abnormalities and should not depend on a sole supplier.

For the rest of this article, including analysis on the current US-China trade war, subscribe to access the full June release of Deutsche Telekomwatch.

Image: Kurush Pawar / Flickr CC BY-SA 2.0

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